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Guides

Step-by-step guides for IT decisions and projects

Guides go deeper than a blog article. Each walks through a decision or project from start to finish, with checklists you can use whether you do the work yourselves or with a provider.

IT professionals collaborating in a contemporary workspace.

At a glance

Format
Structured, step-by-step guides with checklists
Use
Planning decisions and projects internally, or preparing to brief a provider
Cost
Free to read

Guide topics

  • Selecting a managed IT provider

    How to define what you need, the questions to ask, how to compare proposals and what a good written scope contains.

  • Disaster recovery planning

    Identifying critical systems, setting realistic recovery expectations, testing backups and writing a plan staff can follow.

  • Securing Microsoft 365

    A prioritized checklist covering multifactor authentication, administrator accounts, sharing settings, email protection and backup.

  • Reducing downtime

    Finding the causes of recurring disruption, from ageing hardware to single points of failure, and fixing them in order of impact.

  • Small business network security

    Firewalls, Wi-Fi segmentation, guest access, remote connections and the basics of keeping office networks safe.

Getting the most from a guide

  1. Read it with the right people

    Share it with whoever owns the decision and whoever handles IT day to day, so both perspectives are covered.

  2. Work through the checklist

    Mark what is already in place, what is unknown and what is missing. The unknowns are often the most important findings.

  3. Decide who acts

    Some items you can handle internally. Others may justify an assessment or project with a provider.

Doing it yourselves is fine

Our guides are written so an office manager or internal IT person can act on them without hiring anyone. If you get stuck, or want a second opinion on your findings, a one-day consultation or fixed-price assessment is available.

Prefer to have someone review it with you?

Our fixed-price assessments apply these checklists to your environment and give you a prioritized list of findings.